WEC icon

WEC Energy
WEC

Overview Fund Activity

1,031 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 374 reducing their positions, and 95 closing their positions.

Holders
1,031
Holders Change
-14
Holders Change %
-1.34%
% of All Funds
14.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
91
Increased
367
Reduced
374
Closed
95
Calls
$19.8M
Puts
$46.4M
Net Calls
-$26.5M
Net Calls Change
+$594K

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
3
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
4
Stifel Financial
Missouri
$92.9M
5
Bank of America
5
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
MAM
4
Magellan Asset Management
Australia
$311M
5
EAM
5
Eagle Asset Management
Florida
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
951
Salomon & Ludwin
Virginia
$11.7K 143 +125 +694%
KFP
952
Keener Financial Planning
Texas
$11K 124 +124 New
RL
953
Rogco LP
Oklahoma
$10.3K 126 -126 -50%
BFP
954
Briaud Financial Planning
Texas
$10K 114 +114 New
CFS
955
CGC Financial Services
Oregon
$9.85K 120 – –
WWP
956
WR Wealth Planners
Missouri
$9.77K 119 +119 New
DFA
957
DHJJ Financial Advisors
Illinois
$9.2K 112 – –
WAG
958
Wiser Advisor Group
Arizona
$9.12K 111 – –
SN
959
Sittner & Nelson
Oregon
$8.75K 107 – –
KFI
960
Key Financial Inc
Pennsylvania
$8.71K 106 – –
CFB
961
Cullen/Frost Bankers
Texas
$8.71K 106 – –
GEA
962
Glen Eagle Advisors
New Jersey
$8.54K 104 +87 +512%
EBA
963
Eagle Bay Advisors
New York
$8.25K 100 – –
HWM
964
HighMark Wealth Management
Minnesota
$8.21K 100 – –
CBT
965
Central Bank & Trust
Kentucky
$8.21K 100 – –
CSC
966
Caldwell Sutter Capital
California
$8.21K 100 – –
JWA
967
JFS Wealth Advisors
Pennsylvania
$8.13K 99 -97 -49%
FMP
968
Financial Management Professionals
Texas
$8K 98 -111 -53%
NCM
969
Northwest Capital Management
Oregon
$7.78K 95 +1 +1%
NMM
970
Naples Money Management
Florida
$7.39K 90 – –
MA
971
MCF Advisors
Kentucky
$7.15K 87 – –
PAM
972
Palisade Asset Management
Minnesota
$6.9K 84 +84 New
SC
973
Solstein Capital
California
$6.73K 82 – –
LF
974
LifeSteps Financial
California
$6.73K 82 +82 New
FFO
975
Fortitude Family Office
Arizona
$6.57K 80 -317 -80%
37 38
39
40 41